Many people who decide to seek financial advice do so when a “life” event such as marriage, birth of a child, retirement, inheritance or a business transition occurs. Others have accumulated assets beyond the point at which they feel comfortable managing them on their own or simply lack the time needed to do it effectively. Do-it-yourself investors may desire reinforcement and professional expertise to work through challenging taxation, business planning or investment ideas.

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Seeking professional assistance is an important first step. Shifting tax laws and volatile market conditions can make forming and executing an appropriate strategy challenging. If you have faced the following situations while attending to your finances, then you may appreciate the value of a professional advisor:

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• Being overwhelmed by the number of investment choices.

• Lacking the time, knowledge or experience to invest appropriately.

• Being sold a product, instead of solutions to meet your needs.

• Receiving conflicting advice from your current advisor, friends and/or the media — no one to turn to for unbiased advice.

• Life changes are making financial decisions overwhelming.

• Tax and estate law changes are difficult to understand and keep up with.

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